Insights/ Articles

"Education is the foundation of better financial decisions" - Jeff Dixson

The Mutual Fund Expense Cheat Sheet

By Jeff Dixson | May 29, 2015

The other day we had a mother and daughter come into our office to meet with us. They had been with a large brokerage firm for a number of years. Many times they had asked their advisor about fees associated with their different investments (which included multiple mutual funds). Sadly, the only answer they could…

5 Hazardous Retirement Income Risks [INFOGRAPHIC]

By Jeff Dixson | May 22, 2015

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7 Risks That Could Significantly Affect Your Retirement Income

By Jeff Dixson | May 22, 2015

In his best-selling book, “The 7 Habits of Highly Effective People” Steven Covey stated that the first and possibly most important habit is to be proactive. We agree with Mr. Covey yet find that most people aren’t when it comes to their retirement plan. A part of being proactive about your retirement plan is knowing…

The Perfect Retirement Storm

By Jeff Dixson | May 8, 2015

Our country is staring down the barrel of a major retirement crisis of grand proportions. It’s a “perfect storm” of events and it’s sure to wreak havoc on everything, and everyone in its way. On average there are 10,000 baby boomers turning 65 every day. This is something that is going to continue for the…

The 7 Biggest Retirement Regrets- Learn to Avoid the Top Regrets of Many Retirees

By Jeff Dixson | March 6, 2015

Life is not without regrets. We all have them. Often the biggest regrets in our life aren’t typically about the things we did do; it’s about the things we failed to do. The question is … what can you learn from other’s people’s regrets when it comes to planning for your retirement? The answer is…

Your Retirement Forecast- How to Weather a Financial Storm in Retirement

By Jeff Dixson | March 3, 2015

This winter we have watched as snow storms have pounded many parts of the country. Boston specifically is inches from breaking its all time record of snowfall for a winter season, having received over 101 inches of snow so far. Across the country these storms have changed people’s plans, many of whom aren’t able to…

Why Financial Plans aren’t Just for The Rich!

By Jeff Dixson | February 12, 2015

In this world, we you have a few different kinds of people. You have the do it yourselfers, or people who research, read and try to do most things on their own. Or there are people, who for one reason or another stick to what they know and get qualified help for everything else. Regardless…

Five Simple Steps to a Sound Retirement

By Jeff Dixson | February 9, 2015

There is often a moment where folks who have been working hard for a number of years- stop. They realize as they get closer to retirement that their plan needs to change -there’s a transition that needs to take place. Most of the time, what’s missing is a strategic and income-focused plan. They may have…

Five Simple Steps to a Sound Retirement

By Jeff Dixson | February 4, 2015

There is often a moment where folks who have been working hard for a number of years- stop. They realize as they get closer to retirement that their plan needs to change -there’s a transition that needs to take place. Most of the time, what’s missing is a strategic and income-focused plan.  They may have…

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.